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Bridging the Valuation Gap: Select Long-Term Stocks the Benjamin Graham Way

Published 01-07-2024, 12:41 pm

When it comes to selecting stocks for long-term investment, understanding the valuation gap is crucial. The valuation gap is simply the difference between a stock's current market price (CMP) and its intrinsic value. This gap can guide investors toward undervalued stocks that hold the potential for significant returns.

One of the most reliable methods to identify such stocks is by following the principles of Benjamin Graham, the father of value investing and mentor to Warren Buffet. Graham's timeless advice, encapsulated in his bestseller "The Intelligent Investor," remains a cornerstone for many investors. However, adapting his approach to today's fast-paced, tech-driven market can be challenging. Modern markets are influenced by factors like e-commerce, technological advancements, and algorithmic trading, all of which contribute to increased volatility.

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To navigate this complexity, one can leverage technology to apply Graham's theories in a more quantifiable manner. InvestingPro+ offers a tool called the “Ben Graham Formula” within its screener section to help identify undervalued stocks quickly. By adjusting the screener to remove parameters like analysts’ targets and ROIC and lowering the market cap filter to 200 million, investors can hone in on potential investment opportunities.

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For example, Union Bank of India (NS:UNBK) stands out in this screener. According to Graham’s formula, the stock is currently undervalued. Modern financial models provided by InvestingPro+ estimate the stock's fair value at INR 157.6, which suggests a 16.6% upside from its current price of INR 135. Additionally, analysts have set an average target price of INR 165.3, further indicating a bullish outlook. When both the intrinsic value and analysts’ target exceed the current market price, it creates a compelling case for investment.

InvestingPro+ calculates a stock's fair value using various financial models. These models generate multiple valuations, and the average of these is taken to arrive at a more realistic and achievable target price. This methodology blends traditional and modern approaches, providing a robust framework for identifying undervalued stocks.

By utilizing the “Ben Graham Formula” on InvestingPro+, investors can apply Graham’s timeless principles in a modern context. This approach not only simplifies the process of finding undervalued stocks but also enhances decision-making with the support of advanced financial analysis. Whether you're a seasoned investor or just starting, combining old-school wisdom with contemporary tools can help you stay ahead in the dynamic world of investing.

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X (formerly, Twitter) - Aayush Khanna

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